Results-driven Senior Lead Analytics Professional and Certified Scrum Master with 9+ years of experience in the financial industry. Specializing in advanced data analysis, Agile methodologies, and business intelligence to drive strategic decision-making and operational efficiency. Proven track record of designing and implementing impactful data solutions. Skilled at fostering cross-functional collaboration to deliver exceptional results. Currently in the Army National Guard and in the process of obtaining security clearance. Seeking opportunities to apply analytics skills within the DoD/Contract environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Lead Analytic Consultant
WELLS FARGO
Charlotte, NC
02.2023 - 08.2023
Led the development of comprehensive requirements for multi-domain process and system solutions, collaborating with stakeholders and functional areas to ensure clear understanding for development teams
Spearheaded the implementation of strategic initiatives, driving alignment across the business unit and shaping its development
Utilized advanced SQL queries to extract insights from large datasets, enabling data-driven decision-making processes
Collaborated with data analysts and modelers to design and implement scalable data solutions, enhancing overall data architecture
Developed and managed the Tableau semantics layer, creating reusable optimized data sources for improved reporting efficiency
Led the design and implementation of Tableau dashboard visualizations, defining supporting data architecture for internal clients
Managed Scrum teams and collaborated with business analysts to ensure consistency in processes and documentation styles
Created functional design specifications for new developments and major enhancements, working closely with designers to create user-friendly interfaces
Facilitated user acceptance testing by providing thorough acceptance criteria and reviewing defects from various testing phases
Maintained comprehensive business process documentation, ensuring traceability of product capabilities and changes
Principal Data Management Analyst (Finance Risk Management)
WELLS FARGO
Charlotte, NC
03.2022 - 12.2022
Presented recommendations to resolve data reconciliation, production, and database issues
Collaborated and consulted with peers, managers, experienced managers, and compliance teams from various lines of business
Wrote user stories with a focus on liquidity in an Agile perspective, effectively communicating with the development team
Utilized SQL Server and Business Intelligence tools (Python, Excel, SQL) to optimize the report building process
Successfully migrated existing reports from old platforms (such as NSFR LCR from TOARS Legacy) to FRMES databases
Updated and wrote data requirements for 2052a reports by transitioning from 5G reporting to 6G reporting
Engaged in business and data requirements to develop comprehensive business solutions
Demonstrated strong problem-solving skills and attention to detail in addressing data reconciliation and production issues
Finance Manager - Corporate Treasury | Global Liquidity Management
BANK OF AMERICA
Charlotte, NC
01.2021 - 03.2022
Spearheaded daily 5G (FRB 2052A) calculations, ensuring accurate reporting to internal stakeholders and timely submissions to the Federal Reserve
Developed and implemented risk monitoring processes, resulting in improved operational efficiency and enhanced regulatory compliance
Produced comprehensive daily coverage ratio reports for internal stakeholders, providing detailed variance analysis and insightful commentary
Designed and coordinated training programs to mitigate user errors in daily production environments, significantly reducing operational risks
Created clear, concise procedures for all daily processes related to Liquidity Coverage Ratio calculations, enhancing team productivity and accuracy
Led the development of PowerPoint reporting templates, streamlining the presentation of complex financial data to senior management
Conducted in-depth analysis of business and system changes to determine impact on operations and assign appropriate risk ratings
Collaborated with control executive teams, compliance, and independent risk management to ensure thorough completion and review of remediation work
Developed and delivered content to senior business leaders and regulatory bodies, effectively communicating results of independent risk assessment activities
Business Consultant | Metrics Specialist
WELLS FARGO
Charlotte, NC
04.2020 - 11.2020
Regulatory Compliance Excellence: Ensured Basel 3 compliance through meticulous preparation and submission of regulatory reports, contributing to the company's strong standing with regulatory bodies
Data Analysis & Reporting: Developed and optimized complex SQL queries and stored procedures, enhancing data extraction efficiency by 30%
Dashboard Innovation: Led the design and implementation of Tableau dashboards, increasing data accessibility for internal clients and improving decision-making processes by 25%
Process Improvement: Developed and implemented new processes that improved regulatory reporting efficiency by 40%, saving over 100 hours per quarter
Cross-functional Collaboration: Worked closely with source system analysts, data modelers, and QA testers to build scalable data solutions and ensure data integrity across all platforms
Financial Modeling: Created sophisticated financial models using SAS scripts, providing accurate forecasts that informed strategic business decisions
Data Governance: Ensured strict adherence to data management and governance policies, maintaining data quality and regulatory compliance
Business Consultant | Reporting Portfolio and Analytic Control Unit
WELLS FARGO
Charlotte, NC
10.2019 - 05.2020
Developed and executed customized reports and interactive Tableau dashboards, enhancing data-driven decision-making processes
Identified and leveraged diverse data sources to conduct complex analyses, uncovering key insights and improvement opportunities
Automated data extraction and processing workflows using Python, significantly reducing manual effort and improving efficiency
Created custom SQL queries in Tableau to optimize report performance and database interaction
Collaborated with management to define data requirements and analytical needs, ensuring alignment with business objectives
Translated complex data from multiple sources into tangible strategies, facilitating data-driven decision-making across the organization
Facilitated daily standup meetings with technology teams, fostering effective communication and project progression
Worked closely with product owners to build and prioritize development backlogs, supporting both business and technical product strategies
Developed comprehensive documentation for test setup processes, enhancing knowledge sharing and operational consistency
Information Technology Business Analyst
WELLS FARGO
Charlotte, NC
10.2018 - 10.2019
Spearheaded the production of periodic and ad hoc operational risk performance reports, providing critical insights to senior management through trend analysis and strategic recommendations
Collaborated with SHRP (Shared Risk Platform) reporting and data warehouse teams to optimize dashboard performance, resulting in a 30% improvement in data processing speed
Developed and implemented a comprehensive RCSA process using SHRP, enhancing risk assessment accuracy and efficiency across the organization
Designed and executed a front-end navigation scheme supporting a formal dashboard portfolio strategy, encompassing strategic, tactical, and operational dashboards
Improved SQL query execution times by 40% through rigorous performance analysis and optimization techniques
Led the development and management of Tableau's semantic layer, creating reusable, optimized data sources that reduced report generation time by 25%
Successfully migrated legacy reports to Tableau, improving data visualization and accessibility for end-users
Coordinated comprehensive test plans to ensure report logic accuracy and data integrity
Education
Master’s Degree - Business Analytics
Grand Canyon University
Phoenix, AZ
08.2022
Bachelor’s Degree - Geography
University of Buea
Buea, Cameroon
05.2009
Skills
Agile
Scrum
Data Governance
Team Leadership
Cross-Functional Collaboration
Process Optimization
Comfortable working
Hybrid from Charlotte office
Area Of Expertise
Data Analysis
Scrum
Agile Project Management
SQL
SAS
Python
Jira
Tableau
Development
Team Leadership
Financial Services
Financial Risk Management
SAS Scripting
Shareholder Communications
Risk Control Self Assessment
Certification
Certified Scrum Master
References
References available upon request.
Timeline
Senior Lead Analytic Consultant
WELLS FARGO
02.2023 - 08.2023
Principal Data Management Analyst (Finance Risk Management)
WELLS FARGO
03.2022 - 12.2022
Finance Manager - Corporate Treasury | Global Liquidity Management
BANK OF AMERICA
01.2021 - 03.2022
Business Consultant | Metrics Specialist
WELLS FARGO
04.2020 - 11.2020
Business Consultant | Reporting Portfolio and Analytic Control Unit
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)